We are live on ! Find out more
FSMB icon

First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EC
51
Elequin Capital
New York
$1.06M +$574K +28,655 +120%
AWM
52
Avaii Wealth Management
Wisconsin
$995K -$24K -1,199 -2%
FPWM
53
FSB Premier Wealth Management
Iowa
$983K -$23.3K -1,162 -2%
Truist Financial
54
Truist Financial
North Carolina
$921K -$598K -29,891 -39%
OAM
55
Occidental Asset Management
California
$914K
JIR
56
James Investment Research
Ohio
$875K
SWP
57
Stratos Wealth Partners
Ohio
$809K +$19K +948 +2%
PAG
58
Private Advisor Group
New Jersey
$807K +$6.03K +301 +0.8%
PFS
59
Prospera Financial Services
Texas
$801K -$11.8K -588 -1%
IWA
60
Inspirion Wealth Advisors
Illinois
$793K +$107K +5,335 +16%
SFS
61
Security Financial Services
Indiana
$778K +$51.3K +2,564 +7%
ACMA
62
Arbor Capital Management (Alaska)
Alaska
$747K +$14.9K +746 +2%
DADC
63
D.A. Davidson & Co
Montana
$736K
CGH
64
Crossmark Global Holdings
Texas
$715K -$141K -7,035 -16%
CIA
65
Concurrent Investment Advisors
Florida
$674K -$190K -9,500 -22%
TCOO
66
Trust Company of Oklahoma
Oklahoma
$664K
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$648K -$37.1K -1,856 -5%
EIA
68
Eldridge Investment Advisors
New Hampshire
$632K
PCIA
69
Prime Capital Investment Advisors
Kansas
$572K +$3.98K +199 +0.7%
FVWA
70
Foster Victor Wealth Advisors
South Carolina
$557K -$10.5K -526 -2%
NFG
71
Norris Financial Group
South Carolina
$521K
CWP
72
Core Wealth Partners
California
$515K
WIA
73
World Investment Advisors
California
$490K +$17.6K +879 +4%
SWP
74
Summit Wealth Partners
Florida
$470K +$10.2K +510 +2%
MWM
75
Modern Wealth Management
Kansas
$454K -$79K -3,946 -15%